Dynamic Advisor Solutions LLC New Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHS
Wisdomtree Tr U.S

ETFs
12.1K
New
$91.55 - $99.74 $1.1M - $1.2M
12.1K $1.18M
TDG
Trans Digm Group Inc

Industrials
804
New
$1251.32 - $1394.11 $1.01M - $1.12M
804 $1.11M
VGLT
Vanguard Long Term Treasury Et

ETFs
19.3K
New
$53.99 - $58.43 $1.04M - $1.13M
19.3K $1.1M
SRE
Sempra Energy

Utilities
15.4K
New
$67.85 - $87.67 $1.05M - $1.35M
15.4K $1.1M
TMUS
T Mobile Us, Inc.

Communication Services
4.11K
New
$211.3 - $272.83 $869K - $1.12M
4.11K $1.1M
VHT
Vanguard Health Care ETF

ETFs
3.95K
New
$254.06 - $273.83 $1M - $1.08M
3.95K $1.04M
SCHW
Schwab Charles Corp

Financial Services
13K
New
$71.24 - $83.64 $929K - $1.09M
13K $1.02M
SNPS
Synopsys Inc

Technology
2.33K
New
$428.58 - $551.54 $999K - $1.29M
2.33K $1M
TTD
Trade Desk, Inc.

Technology
18.2K
New
$53.59 - $126.58 $974K - $2.3M
18.2K $994K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
10.4K
New
$94.32 - $110.46 $976K - $1.14M
10.4K $993K
VNT
Vontier Corp

Technology
29.7K
New
$32.1 - $40.32 $953K - $1.2M
29.7K $975K
UBER
Uber Technologies, Inc

Technology
12.9K
New
$63.17 - $81.49 $817K - $1.05M
12.9K $942K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.32K
New
$211.47 - $267.17 $913K - $1.15M
4.32K $915K
VV
Vanguard Large Cap ETF

ETFs
3.57K
New
$253.32 - $282.66 $903K - $1.01M
3.57K $911K
WPC
W. P. Carey Inc.

Real Estate
14.1K
New
$53.5 - $65.05 $754K - $916K
14.1K $889K
DG
Dollar General Corp

Consumer Defensive
10K
New
$68.44 - $87.93 $684K - $879K
10K $879K
VEU
Vanguard Ftse All World Ex Us

ETFs
14.1K
New
$56.51 - $62.98 $797K - $889K
14.1K $861K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
10.2K
New
$81.1 - $94.7 $825K - $964K
10.2K $858K
EDV
Vanguard Extended Duration Tre

ETFs
12.3K
New
$65.05 - $73.43 $797K - $900K
12.3K $858K
NTRS
Northern Trust Corp

Financial Services
8.33K
New
$96.09 - $113.81 $801K - $948K
8.33K $821K
SBUX
Starbucks Corp

Consumer Cyclical
8.35K
New
$91.75 - $115.81 $766K - $967K
8.35K $818K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
10.2K
New
$76.77 - $82.22 $781K - $836K
10.2K $798K
MMM
3 M CO

Industrials
5.35K
New
$129.7 - $155.12 $694K - $830K
5.35K $785K
OACP
Unified Ser Tr Oneascent Core

ETFs
34.3K
New
$22.23 - $22.91 $763K - $786K
34.3K $779K
RWM
Proshares Short Russell2000

ETFs
36.7K
New
$18.05 - $21.08 $662K - $773K
36.7K $757K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.7K
New
$96.93 - $109.51 $746K - $843K
7.7K $750K
XYL
Xylem Inc.

Industrials
5.81K
New
$114.02 - $132.04 $663K - $768K
5.81K $694K
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.7K
New
$39.18 - $43.52 $653K - $725K
16.7K $690K
LKQ
Lkq Corp

Consumer Cyclical
15.9K
New
$36.24 - $44.05 $577K - $701K
15.9K $676K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.45K
New
$85.24 - $94.86 $635K - $706K
7.45K $675K
SSNC
Ss&C Technologies Holdings Inc

Technology
7.98K
New
$74.75 - $89.13 $596K - $711K
7.98K $666K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
56.9K
New
$11.01 - $11.63 $626K - $661K
56.9K $658K
VRT
Vertiv Holdings CO

Industrials
7.17K
New
N/A
7.17K $621K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
68.9K
New
$8.25 - $8.79 $569K - $606K
68.9K $606K
SAP
Sap Se

Technology
2.25K
New
$241.4 - $293.69 $542K - $660K
2.25K $602K
URI
United Rentals, Inc.

Industrials
960
New
$594.17 - $789.56 $570K - $758K
960 $601K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.47K
New
$67.03 - $74.61 $568K - $632K
8.47K $572K
YUM
Yum Brands Inc

Consumer Cyclical
3.51K
New
$123.25 - $162.53 $432K - $570K
3.51K $552K
TRGP
Targa Resources Corp.

Energy
2.72K
New
$178.44 - $217.22 $485K - $590K
2.72K $544K
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.84K
New
$55.75 - $77.63 $381K - $531K
6.84K $531K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
8.92K
New
$55.47 - $61.45 $495K - $548K
8.92K $528K
WEC
Wec Energy Group, Inc.

Utilities
4.79K
New
$92.12 - $108.98 $441K - $522K
4.79K $522K
XLB
Select Sector Spdr Fd Material

ETFs
6.1K
New
$83.19 - $90.99 $508K - $555K
6.1K $518K
SRLN
Ssga Active Trust

ETFs
12.3K
New
$41.02 - $41.99 $506K - $518K
12.3K $506K
TM
Toyota Motor Corp

Consumer Cyclical
2.87K
New
$176.53 - $195.35 $506K - $560K
2.87K $506K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.3K
New
$21.23 - $23.75 $494K - $552K
23.3K $498K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
93.6K
New
$4.79 - $5.2 $448K - $487K
93.6K $473K
VLO
Valero Energy Corp

Energy
3.5K
New
$121.76 - $142.99 $426K - $500K
3.5K $461K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.53K
New
$99.16 - $99.52 $449K - $451K
4.53K $450K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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